HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$727K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.19M
2
+$971K
3
+$888K
4
T icon
AT&T
T
+$512K
5
AMZN icon
Amazon
AMZN
+$376K

Top Sells

1
+$3.77M
2
+$3.57M
3
+$2.82M
4
DIS icon
Walt Disney
DIS
+$2M
5
AKAM icon
Akamai
AKAM
+$1.69M

Sector Composition

1 Communication Services 20.33%
2 Technology 16.36%
3 Financials 15.39%
4 Consumer Discretionary 12.65%
5 Materials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-23,030
77
– –
-7,525
78
– –
-47,065
1 2 3
4